Custom Field Creation

In this article I will go through Custom field creation step by step process.

You can create custom field on both Standard and Custom objects. To create a field first go to object structure.

For standard object:
1. Click on Setup.

2. In the search bar, enter Object name eg: Opportunity.

A new page will open with Opportunities fields, scroll down to the page.

Select the Data type for field.

Data Type defines what will be stored in fields. for ex: Text.

Enter the details into the Box provided. See screenshot

Help Text: This is the message about Field. It will be available only when user hover over the field in Record Detail page. 

Required: If you want user to fill values in field and will not allow to save it untill blank. 

Unique: Unique feature make the field value unique in all the records of this object. 

External ID: This feature is used when you required to connect this object record outside the Salesforce. 

Encrypt: This feature will encrypt the field values. 

Once all the information is filled, click on Next.

A new page will open for Profile Permission, this page will set the FLS (Field-Level Security) for all the profiles. 

• Visible: Field will be visible to user's of this profile and the field is editable.
• Read-only: Field is visible to user, but cannot edit. 
• None: Field will not be visible to user. 

Select the profile and hit next. 

Now, Salesforce provide a window to add new Field on all the page layout at once. 

Select page layout, that will need to show this Field and hit save. 

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